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bdarcy
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Member since ‎Nov 8, 2019
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  • Upvotes Given
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  • Upvotes Received
    11
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Brianna D'Arcy

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pcleary on March 24, 2021
Copy Activity properties to contact record
It would be great to copy activity properties such as "Meeting Start time" to a contact record so that we could centre workflows around the activity date as opposed to the contact properties
Reply Idea Workflows
44 upvotes
10 Replies
bdarcy
Member
January 09, 2022
Yes please! Would help to copy dates from meetings/calls based on the outcome and type (e.g. meeting outcome = completed and meeting type = Introduct...read more
bdarcy on January 05, 2022
Ability to manually enter feedback against records
Sometimes we conduct surveys over the phone. It would be really helpful if we could enter manual feedback submissions on existing surveys (NPS and custom surveys as an example). Having some way of differentiating where the submission came from (e.g. read more
Reply Idea Feedback Surveys
9 upvotes
1 Reply
bdarcy on November 26, 2021
Add relative close date filter
Adding a quick access filter for close date to the board view for deals would be really useful. Rather than an "in between" or before/after filter, would like to see relative date so the sales function can filter by deals estimated to close "this mo read more
Reply Idea Deals
2 upvotes
0 Reply
Stanz on February 23, 2021
Make PandaDoc integration work on deal workflows as well
Hi, We're using the integration with PandaDoc and are quite happy with it. Now we wanted to add a workflow that changes a deal status whenever the status of a PandaDoc document is changed. For example, when the PandaDoc has status 'Sent' we read more
Reply Idea Integrations Workflows
36 upvotes
5 Replies
bdarcy
Member
February 24, 2021
This would be extremely useful having the ability to update custom properties based on PandaDoc triggers on a deal (such as date sent etc)
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